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Brian James Walker

MONETARY SOLUTIONS, LTD.·DAYTON, Ohio
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3066 KETTERING BLVD, DAYTON, OH 45439CRD# 6437209Firm CRD# 121217
01

About

Brian James Walker is a registered financial advisor based in DAYTON, Ohio, affiliated with MONETARY SOLUTIONS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONETARY SOLUTIONS, LTD.
MONETARY SOLUTIONS, LTD.
AUM
$128M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MONETARY SOLUTIONS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6437209
Firm CRD# 121217
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian James Walker offer?
Brian James Walker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.
What are Brian James Walker's credentials?
Brian James Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian James Walker located?
Brian James Walker is based in DAYTON, Ohio, working with MONETARY SOLUTIONS, LTD.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Brian James Walker charge for services?
Brian James Walker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONETARY SOLUTIONS, LTD.?
MONETARY SOLUTIONS, LTD. has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DAYTON
Sara Ann Merrick — SIGNATURE INVESTMENTS, INC.Aaron Hillman — EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCJulie Ann Stanton — NORTHWEST ADVISORY INCWilliam Eugene Hazel — EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCAnthony A Colussi — MONETARY SOLUTIONS, LTD.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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